e-mailing Reports

You can email a TraCS report directly from the Forms Manager or from the form itself while it is open in View or Edit mode.  Start your email software if it is not already running.

To email reports

1. You can print a report while you have the form open by clicking on the email button on the Home ribbon

2. Click the check box in front of the ones you want to print or Select All button on the lower left corner to select all reports shown in the window

3. Click email button

4. NOTE: If you want to change the file format or have all the reports into a single .zip file.  Click the Setup button while in the E-mail Manager.

   1. Click the E-mail button or key [Alt + E].  A Report Generation Status area in the bottom of the E-mail Manager will display the progress.

   2. Each report will be separately attached to the email in a PDF format by default.

5. A new email message will come up with the file(s) automatically attached. 

   1. Key the email address of the person(s) you want to send the report(s) to in the to: field.  You can change the Subject and text of the message if you’d like.

6. Send the message.

7. Alternatively, you can email reports from the Forms Manager by clicking on the form(s) that you want to email and then clicking on the email button on the toolbar at the bottom of the screen that will then bring up the Reports Manager.

Open